Add Checklist Template
Columns
Checklists help admins and agents stay in compliance by tracking documents and tasks that need to be completed or uploaded on a transaction.
Stay in compliance and save hours of agent and admin time by setting your checklists to be automatically added to transactions at exactly the right time.
| Checklist | Status | Labels | Side | Locations | Added By | Added On | Updated On | |
|---|---|---|---|---|---|---|---|---|
| Austin New Listing Checklist | Fell Through Statuses | Multi | Dual-Sided | Multi | Hollis H. | Jan 29, 2015 | Feb 14, 2025 |
|
| Here is a moderately long checklist template name | Listed | New Construction | Listing | Austin, TX | Monta Test It F. | Jan 5, 2017 | Jul 24, 2025 |
|
| Austin, Tx Baker auto-assign | Austin, TX | Kristian Bryan Keane | Jun 1, 2015 | Aug 1, 2025 |
|
|||
| Bulk Tasks 6 | CDA Town | Carol F. | Jan 8, 2018 | Mar 11, 2025 |
|